Darwin Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Darwin Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96K	Sell	18 -39	-68%	-$4.17K	﹤0.01%	526
2026 Q1	$6.05K	Buy	57 +39	+217%	+$4.19K	﹤0.01%	403
2025 Q4	$1.93K	Hold	18	–	–	﹤0.01%	528
2025 Q3	$1.92K	Hold	18	–	–	﹤0.01%	505
2025 Q2	$1.88K	Hold	18	–	–	﹤0.01%	493
2025 Q1	$1.92K	Hold	18	–	–	﹤0.01%	518
2024 Q4	$1.92K	Hold	18	–	–	﹤0.01%	518
2024 Q3	$1.96K	Buy	+18	New	+$1.94K	﹤0.01%	528
2020 Q4	–	Sell	-2,653	Closed	-$307K	–	172
2020 Q3	$307K	Buy	2,653 +13	+0.5%	+$1.51K	0.07%	127
2020 Q2	$304K	Sell	2,640 -252	-9%	-$28.6K	0.08%	125
2020 Q1	$326K	Buy	+2,892	New	+$330K	0.1%	103

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Darwin Wealth Management's MUB Position: Q2 2026 in Review

Darwin Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 68% in Q2 2026, selling an estimated $4.17K and leaving 18 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Darwin Wealth Management first reported a position in MUB in Q1 2020 and has held it in 11 quarters since. The position peaked at $326K in Q1 2020. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Darwin Wealth Management held 18 shares of iShares National Muni Bond ETF worth $1.96K as of Q2 2026.
Darwin Wealth Management sold 39 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.17K.
iShares National Muni Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #526 holding.
Darwin Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 11 quarters since.
Darwin Wealth Management's iShares National Muni Bond ETF position peaked at $326K in Q1 2020.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.